Kenly NC ***** 252-***-****
*******@*****.***
Robert Hansen
Professional September 2012-Present
experience Mass Mutual
Agent
Solicit new business from existing client base and
form new relationships with fresh clients. I assist
clients with updating existing policy information
as needed. I perform a detailed fact finder as
needed and make appropriate recommendations based
on the results. Perform field training with new
associates. I also offer classroom training to
entire sales staff.
March 2011- August 2012
Mutual of Omaha
District Manager
Conduct field training with agents that consist of
client calls, assisting them as needed to introduce
the product, answer client questions and close the
sale. Provide constructive feedback to the agent to
aid in career development. Manage the day-to-day
performance of agents assigned to Sales Units.
Establish performance guidelines including call
volumes, product mix, persistency levels, loss
ratios, etc. to provide agents with attainable
sales targets. Monitor agent performance, provide
feedback for encouragement and evaluate sales
results, measuring achievement against planned
objectives. Discuss any agent performance issues
with the General Manager to seek concurrence for
appropriate corrective action. Manage the
environment and activities of the Unit to ensure
agents maintain a professional and ethical
relationship with each other, Company associates
and clients; communicate clear expectations for
them as representatives of Mutual of Omaha.
July 2010 - March 2011
Combined Insurance
Territory Manager
Primary responsibility is to recruit and train new
field agents. Conduct daily meetings with my sales
team. I perform training sessions with the field
agents. Interview all perspective employees and
make final hiring decision with the Market
Director. Field train agents on a weekly basis.
Make proactive sales calls on customers and
prospects. One of my main focuses is to train field
agents in sales, retention and reinstatement of
insurance policies. Train and execute market sales
and service strategies. Seek business opportunities
through referrals from existing client
relationships. Manage client relationships in the
Book of Business to optimize growth, retention and
profitability. Travel in assigned geographic area.
Perform district wide training seminars on new
procedures, products and services.
September 2009- June 2010
State Farm Insurance
Life and Health Specialist
Would Seek business opportunities through referrals
from an existing client base and prospect for new
relationships. Handle sales and service requests
from walk-in traffic. Combine consultative sales
approach and financial expertise to create
value-added solutions for clients. Make proactive
sales calls on customers and prospects. Assist
clients make the right decision on what type and
amount and types of Life Insurance. I would also
assist clients with annuities. Keep up with all
educational requirements to keep all professional
licenses in good standing. My main focus is on
sales, retention and reinstatement of life and
health insurance policies. I worked very closely
with both commercial and personal clients.
October 2007-September 2009
Wachovia Bank
Licensed Financial Specialist
Worked to build a long-term advisory relationship
with each client by analyzing situations from the
client's perspective and with the goal of achieving
results which are in the best interest of the
client and Wachovia. Develop sales strategies for
maintaining and further penetrating existing client
relationships (includes pre-call planning and
post-call follow-up activities. Execute market
sales and service strategies. Make proactive sales
calls on financial center customers and prospects.
Seek business opportunities through referrals from
existing client relationships. Handle sales and
service requests from financial center walk-in
traffic. Combine consultative sales approach and
financial expertise to create value-added solutions
for clients. Place highest value on customer
relationships by striving toward excellent customer
service and producing customer satisfaction. Manage
client relationships in the Book of Business to
optimize growth, retention and profitability. Was
responsible for achieving individual and team
goals. Adhered to customer service protocols and
process. Used effective leadership to motivate and
generate enthusiasm among financial center team
members. Invested time in improving team member
performance, offering information and education
related to products and services. Deliver and
proactively seek feedback for improving personal as
well as team performance. I actively participated
within the financial center team, daily financial
center huddles, and team meetings to ensure that
financial center goals are achieved. I maintained
sales results and continuing education coursework
to keep licenses/certifications in good standing.
Maintain working knowledge of in-market
competitors.
2004- 2007
Monumental Life Insurance
Agent
Traveled extensively in assigned geographic
location to service assigned monthly debit account.
Traveled at length to reach new consumers. Would
sell, renew and re-instate life, health, accident,
cancer coverage to new and existing clients.
Service both business and residential customers. My
main focus was to acquire and retain new business
accounts. Travel in assigned geographic area.
Perform district wide training seminars on new
products and services. Would conduct seminar sales
to audiences ranging from 3 to over 75 to generate
sales to new homes. Would perform in the
recruitment, training and retention of employees in
my direct charge. Support corporate directives and
participate in local media gatherings. Represented
agency on the Board of Directors for N.A.I.F.A.
(National Association of Insurance and Financial
Advisors). I served for two terms on the Board.
1991 - 1994
US Coast Guard
SSC NTC Great Lakes, IL
Seaman
Worked in a small boat station that mainly focused
on Search and Rescue operations and Law Enforcement
for the area. I served as a member of the boarding
party that would board other vessels in all law
enforcement operations. I also served as the
Leading Seaman in charge of approximately 15 other
enlisted service members that were charged with the
maintenance of all the vessels and buildings that
were on the campus of the Coast Guard base. Served
a Subsistence Specialist Striker. Worked directly
under the head of the galley. After being
transferred, attended Fire Control A School, which
included training in electronics. Received training
on the Mark 92 weapons systems. Granted a SECRET
LEVEL Security Clearance. Trained as an Emergency
Medical Technician. Attended several leadership
development courses. Granted an HONORABLE DISCHARGE
from service.
Professional National Association of Insurance and Financial
memberships Advisors
Awards received National Sales Award- Multiple winner
Professional NC Medicare Supplement / Long Term Care
Licenses NC Life and Health Agent
NC Personal Lines Agent
Emergency Medical Technician Basic